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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3+ years Filed as: RBC CAPITAL MARKETS, LLC Service code 26 · EIN 41-1416330 66 SOUTH 6TH ST, PO8 · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $59,979 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 PO BOX 419497 · BOSTON, MA 022419497 | Securities Custodian | $15,235 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,159 | $91,474+159.3% | $135,982+74.4% | $71,529+231.6% |
| Participation rate | 84.5% | 75.7%+8.8pp | 81.9%+2.6pp | 67.9%+16.6pp |
| Annual return | 19.00% | 29.89%-10.9pp | 68.32%-49.3pp | 28.97%-10.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $12,581 | $7,095+77.3% | $7,760+62.1% | $4,291+193.2% |
| Admin fee / account holder | $251 | $1,267-80.2% | $10,767-97.7% | $1,588-84.2% |